Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Affinity Investment Advisors, Llc > Profile

Instuitional Investor - Affinity Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Affinity Investment Advisors, Llc
Portfolio Value $120,003,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 18,246 $4,373,749 3.64%
2.
Apple Inc.
 AAPL 16,145 $4,043,031 3.36%
3.
Microsoft Corp
 MSFT 9,200 $3,877,800 3.23%
4.
Meta Platforms Inc.
 META 4,946 $2,895,932 2.41%
5.
Bank Of America Corp
 BAC 63,919 $2,809,240 2.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)